Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.
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Katelyn highlights the significance of reviewing your portfolio and considering your beneficiary's tax bracket to maximize the value of their inheritance during the estate planning process. She discusses the conventional approach most federal employees might follow and provides valuable insights into best practices. Dan discusses integrating Medicare Advantage plans into FEHB, noting significant cost-saving opportunities. He elaborates on the benefits of these plans, stresses the need for careful consideration, and encourages individuals to research thoroughly to assess suitability.
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